Real Estate Investment & Asset Management Analyst

StepStone Group; San Francisco (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

StepStone Group is seeking an Asset Management Analyst to be based in San Francisco, Chicago, or New York. The role focuses on managing and reporting on StepStone’s real estate investments, delivering insights and recommendations to senior investment teams.

You will support scenario analysis, budgeting, and investment monitoring across geographic markets. The candidate should bring 1-3 years of related experience, strong modeling skills, and proficiency in Excel, PowerPoint, PowerBI, and Argus.

Qualifications

• 1-3 years of real estate investment, reporting, or asset/portfolio management experience.
• Strong analytical and financial modeling skills; understanding of real estate structures, concepts and metrics.
• Proficient in Excel, PowerPoint, Word; PowerBI and/or Argus experience a plus.
• Undergraduate degree from top-tier institution.
• Strong interpersonal communication skills, including the ability to present to internal committees and clients.
• High level of commitment and self-motivation; strong attention to detail.

Responsibilities

• Scenario Analysis: Conduct supporting analysis on existing investments, development projects, and potential acquisitions. Develop financial models and valuations for existing investments.
• Business Plans and Budgets: Assist in maintaining and controlling business plans, budgets, and capital projects including control of cash flow models.
• Investment Monitoring: Work closely with operating partners to monitor progress and performance of investments. Ensure compliance with investment guidelines and legal requirements.
• Debt Compliance: Monitor performance of investments against debt compliance requirements and forecast future performance.
• Reporting: Prepare internal reports, client reports, quarterly valuations and ad-hoc requests.

Skills

Real estate investment

Financial modeling

Communication

Analytical thinking

Client presentations

Education

Bachelor's degree in a relevant field

Tools

Excel

PowerPoint

Word

PowerBI

Argus

Job description

StepStone Group is seeking an Asset Management Analyst to be based in San Francisco, Chicago, or New York. The role focuses on managing and reporting on StepStone’s real estate investments, delivering insights and recommendations to senior investment teams.

You will support scenario analysis, budgeting, and investment monitoring across geographic markets. The candidate should bring 1-3 years of related experience, strong modeling skills, and proficiency in Excel, PowerPoint, PowerBI, and Argus.